Investment Philosophy

When building a share portfolio, one is becoming a part owner in a number of businesses, and the success or otherwise of the portfolio will be determined by the success of those constituent businesses.

Our aim is to achieve superior medium to long term out performance by identifying high-quality companies which we believe have sound fundamentals, solid balance sheets, good prospects for growth and (most importantly) are selling at attractive prices.

We combine research from the major brokerage houses with our own first-hand research to identify and assess our investments. Company visits and management contact are an important part of this investment process.

There is no hesitation to hold cash unless we can identify investment opportunities that meet our criteria for both quality and value.

We are comfortable to hold investments through volatile periods as long as the underlying fundamentals of the company remain intact.